Jacquelyn Jax F.
Client Executive @ Marsh McLennan Agency | CA License
- Role
- Client Executive at Marsh McLennan Agency
- Location
- San Clemente, CA, US
- LinkedIn followers
- 500 followers
About Jacquelyn Jax F.
With over 20 years of experience in consulting of employee health and welfare plans across all market segments, I currently serve as a Client Executive at Marsh McLennan Agency. I collaborate with a high performance team of skilled professionals to provide comprehensive solutions for our clients, focusing on client relationships, long term strategy, compliance, and identifying opportunities for program growth. My role emphasizes fostering strong client relationships and ensuring the delivery of tailored, client-centric solutions. My professional journey has been shaped by my commitment to supporting clients and organizations in optimizing their employee benefits programs. I leverage my skills in benefits administration and health insurance to ensure client satisfaction and retention. My goal is to continue serving as a trusted advisor and strategic partner, driving value and impactful results for clients.
Experience
Client Executive
Sep 2025 — Present · US
As part of a dynamic team, oversee all aspects of ongoing client service to ensure exceptional performance, client satisfaction, and business retention. Serve as a strategic advisor and trusted partner to clients by managing plan renewals, ensuring compliance, and identifying opportunities for program growth.
Education
STI Knowledge, Inc. (STI), Endorsed by Purdue University
CCCM, Contact Center Certification Management
2004 — 2005
International Customer Management Institute
CIAC Certified Operations Manager, Contact Center Operations Mgt
2005 — 2007
UC Irvine
Bachelor's degree, Human Resources Mgt. Minor
1998 — 2000
CA Department of Insurance
Life, Health & Accident CA License, VWB
Aveta Business Institute
SixSigma, Black Belt Certification
2011 — 2012
Skills
- Health Savings Accounts
- Payroll
- Cobra
- Leadership
- Employee Benefits
- Talent Acquisition
- Disability Insurance
- Personnel Management
- Performance Management
- Crm
- Employee Training
- Sourcing
- Call Centers
- Insurance
- Process Improvement
- Account Management
- Workforce Planning
- Open Enrollment
- Licensed Life Insurance Agent
- Sales
- Strategic Planning
- Employee Relations
- Access
- Project Management
- Interviews
- Health Insurance
- Brokers
- Managed Care
- New Hire Orientations
- System Administration
- Onboarding
- Benefits Administration
- Salesforce.com
- Applicant Tracking Systems
- Benefits Design
- Human Resources
- Business Networking
- Training
- Customer Satisfaction
- New Business Development
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